Financial Mail: Are SA’s malls still a hot buy?
Dismal results reported by JSE-listed property stocks in recent weeks underscore the extent to which Covid-related trading restrictions have hobbled these companies’ predictable dividends. The key question that property investors are asking themselves is whether it still makes sense to own shares that are overweight in shopping centres. The answer: despite heavy Covid-induced losses, it seems selected retail-focused REITs are still worth a punt. Metope Investment Analyst Kelly Ward comments.